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iShares Russell 2000 ETF
IWM

Overview Fund Activity

949 hedge funds and large institutions have $27.5B invested in iShares Russell 2000 ETF in 2015 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 390 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
949
Holders Change
+105
Holders Change %
+12.44%
% of All Funds
24.92%
Holding in Top 10
146
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+8.96%
% of All Funds
3.83%
New
169
Increased
390
Reduced
295
Closed
54
Calls
$7.72B
Puts
$24B
Net Calls
-$16.3B
Net Calls Change
+$1.48B

Top Buyers

1
FIG
1
Fortress Investment Group
New York
$451M
2
BFA
2
BlackRock Fund Advisors
California
$210M
3
LPL Financial
3
LPL Financial
California
$282M
4
Capital Fund Management (CFM)
4
Capital Fund Management (CFM)
France
$102M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$197M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.44B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.59B
3
Citigroup
3
Citigroup
New York
$798M
4
Barclays
4
Barclays
United Kingdom
$434M
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$156M +$1.05M +9,342 +0.7%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$147M +$13.5M +119,590 +10%
CSIA
28
Charles Schwab Investment Advisory
California
$129M +$4.05M +36,002 +3%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$120M +$1.89M +16,825 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$119M +$24.8M +219,831 +26%
Nomura Holdings
31
Nomura Holdings
Japan
$117M +$74.2M +652,870 +174%
TCT
32
TIAA CREF Trust
Missouri
$114M +$6.95M +61,743 +6%
Capital Fund Management (CFM)
33
Capital Fund Management (CFM)
France
$102M +$102M +910,261 New
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$91.8M +$17.4M +154,264 +23%
M&T Bank
35
M&T Bank
New York
$91.7M +$6.72M +59,634 +8%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$89.2M +$4.17M +37,002 +5%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$86.9M -$12.2M -108,405 -12%
JC
38
JBF Capital
Colorado
$83.1M +$83.1M +737,500 New
V
39
Veritable
Delaware
$81.3M +$3.56M +31,619 +5%
US Bancorp
40
US Bancorp
Minnesota
$79.4M +$7.37M +65,461 +10%
LIA
41
LBMC Investment Advisors
Tennessee
$73.4M -$160K -1,421 -0.2%
USAA
42
United Services Automobile Association
Texas
$68.7M +$1.31M +11,617 +2%
Franklin Resources
43
Franklin Resources
California
$67.9M +$15.6M +139,052 +30%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$66M +$23.8M +210,963 +56%
LCOV
45
London Company of Virginia
Virginia
$65.7M +$59.4M +526,994 +937%
BHG
46
Blue Harbour Group
Connecticut
$64.1M +$64.1M +570,000 New
CB
47
Commerce Bank
Missouri
$64.1M -$1.56M -13,855 -2%
SEI Investments
48
SEI Investments
Pennsylvania
$63.5M +$11M +97,655 +21%
UCFA
49
United Capital Financial Advisors
Texas
$62.9M +$26.3M +233,379 +72%
SB
50
Suntrust Banks
Georgia
$62.8M -$2.81M -24,971 -4%
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